Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system
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United States of America Patent
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Jun 1, 2010
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N/A
app pub date -
Feb 25, 2003
filing date -
Feb 25, 2003
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Abstract
A process and system are provided for determining whether to rebalance an investment account having assets associated with one of the plurality of investment styles relative to an allocation rule is determined. The determined drift is compared with a threshold value. A determination is made whether to rebalance the investment account is based on the comparison.
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